Robert
Johnson

First Citizens Investor Services, Inc

CRD#5550457
Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Johnson is a financial advisor working out of Charlotte, North Carolina, who has been in the financial industry for 10 years. Johnson is currently employed by First Citizens Investor Services, Inc. Their career trajectory has included roles at Pnc Bank, Pnc Investments, First Citizen Investor Services and First Citizens Asset Management. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. First Citizens Investor Services, Inc is a registered investment business operating in Charlotte, North Carolina. It has offices in 72 locations and a total of 175 people on staff. It oversees $981 million in total assets between its 3,584 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 3,584 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on the type of services offered. However, fee types charged by First Citizens Investor Services, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

128 South Tryon Street
Charlotte, NC 28202

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

NC Average: $3,625,019,099
Total Number of Employees

175

NC Average: 22
Total Number of Accounts

3,584

NC Average: 1,917
Average Account Size

$273,694

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Johnson Work History

Robert has 10 years of experience.

2020 - Present (1 year)

First Citizen Investor Services

2020 - Present (1 year)

First Citizens Asset Management

2019 - 2020 (1 year)

Pnc Bank

2014 - 2019 (5 years)

Pnc Investments

2012 - 2014 (2 years)

Pnc Investments

2010 - 2012 (2 years)

Pnc Bank

2010 - 2012 (2 years)

Pnc Investments

Disclosures

Robert Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Matthew Golden
Columbia, SC
Ryan Hedlund
Columbia, SC
Edward Turrisi
Greenville, NC
Craig Shively
Charlotte, NC
Robert Dickinson
Raleigh, NC
Sarah Scheld
Huntersville, NC
Debra Keough
Irmo, SC
Mitchell Johnson
Wilmington, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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